Woodard & Company Asset Management Group’s IBM IBM Stock Holding History

Woodard & Company Asset Management Group’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.06M	Buy	3,784 +57	+2%	+$14.4K	0.15%	71
2026 Q1	$903K	Sell	3,727 -20	-0.5%	-$5.41K	0.14%	70
2025 Q4	$1.11M	Hold	3,747	–	–	0.18%	62
2025 Q3	$1.06M	Sell	3,747 -50	-1%	-$13.1K	0.17%	59
2025 Q2	$1.12M	Buy	3,797 +827	+28%	+$213K	0.21%	56
2025 Q1	$739K	Hold	2,970	–	–	0.15%	58
2024 Q4	$653K	Sell	2,970 -550	-16%	-$122K	0.14%	66
2024 Q3	$778K	Buy	3,520 +500	+17%	+$98K	0.17%	54
2024 Q2	$522K	Buy	3,020 +15	+0.5%	+$2.61K	0.13%	60
2024 Q1	$574K	Buy	3,005 +90	+3%	+$16.4K	0.15%	57
2023 Q4	$477K	Hold	2,915	–	–	0.14%	56
2023 Q3	$409K	Hold	2,915	–	–	0.14%	54
2023 Q2	$390K	Hold	2,915	–	–	0.13%	59
2023 Q1	$382K	Hold	2,915	–	–	0.13%	57
2022 Q4	$411K	Hold	2,915	–	–	0.15%	56
2022 Q3	$346K	Hold	2,915	–	–	0.16%	56
2022 Q2	$412K	Hold	2,915	–	–	0.17%	54
2022 Q1	$379K	Hold	2,915	–	–	0.16%	64
2021 Q4	$390K	Sell	2,915 -239	-8%	-$30K	0.18%	58
2021 Q3	$419K	Buy	3,154 +105	+3%	+$14K	0.26%	54
2021 Q2	$427K	Hold	3,049	–	–	0.26%	55
2021 Q1	$388K	Hold	3,049	–	–	0.25%	55
2020 Q4	$367K	Sell	3,049 -209	-6%	-$24.2K	0.23%	50
2020 Q3	$379K	Sell	3,258 -2,301	-41%	-$271K	0.25%	43
2020 Q2	$642K	Buy	5,559 +26	+0.5%	+$3.02K	0.43%	33
2020 Q1	$587K	Hold	5,533	–	–	0.42%	32
2019 Q4	$709K	Sell	5,533 -849	-13%	-$110K	0.43%	35
2019 Q3	$842K	Buy	+6,382	New	+$861K	0.54%	30
2018 Q4	–	Sell	-1,514	Closed	-$220K	–	112
2018 Q3	$220K	Buy	1,514 +18	+1%	+$2.52K	0.2%	48
2018 Q2	$200K	Sell	1,496 -5,198	-78%	-$725K	0.19%	48
2018 Q1	$970K	Buy	6,694 +5,135	+329%	+$777K	0.95%	8
2017 Q4	$228K	Buy	+1,559	New	+$227K	0.2%	48

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Woodard & Company Asset Management Group's IBM Position: Q2 2026 in Review

Woodard & Company Asset Management Group increased its IBM (IBM) stake by 1.5% in Q2 2026, buying an estimated $14.4K and bringing the position to 3,784 shares worth $1.06M. The position accounts for 0.15% of the portfolio, ranked #71.

Woodard & Company Asset Management Group first reported a position in IBM in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.12M in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Woodard & Company Asset Management Group held 3,784 shares of IBM worth $1.06M as of Q2 2026.
Woodard & Company Asset Management Group bought 57 IBM shares in Q2 2026, an estimated $14.4K.
IBM made up 0.15% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #71 holding.
Woodard & Company Asset Management Group first reported a position in IBM in Q4 2017 and has held it in 32 quarters since.
Woodard & Company Asset Management Group's IBM position peaked at $1.12M in Q2 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.